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Uber's New CEO

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Re: Uber's New CEO

#2

Post by camillomiller »

At least the name sounds female if you didn't know the guy. I guess it's a success.

Edit after flagging: I forgot that you can't be snarky about the anti-feminism of Silicon Valley here on hacker news. Duly noted.

Re: Uber's New CEO

#3

Post by common_ »

> Without question Uber has been horrifically served by its board of directors — all of them.

Some of them are VCs. If you are raising funding, don't tell them anything confidential.

Re: Uber's New CEO

#4

Post by dannyw »

This is a thoughtful analysis into the whole Uber CEO opinion, but it is opinionated. Aggregation theory is one way to derive Uber's value, but you can make a compelling argument that supply drives demand.

The reason why I don't use taxis in Australia is partly because the experience is far better with Uber and the cost is cheaper, but also because Uber is the most reliable. Without drivers and such reliability, I can't use Uber even if I want to.

Does demand drive supply? Yes. But does supply drive demand? Yes too. With a two sided marketplace, you can't just focus on one.

Re: Uber's New CEO

#6

Post by agandy »

dannyw wrote: post #4

This is a thoughtful analysis into the whole Uber CEO opinion, but it is opinionated. Aggregation theory is one way to derive Uber's value, but you can make a compelling argument that supply drives demand. The reason why I don't use taxis in Australia is partly because the experience is far better with Uber and the cost is cheaper, but also because Uber is the most reliable. Without drivers and such reliability, I ca…

I don't think the author makes any claims that this is anything other than a positive feedback loop. He's mainly saying that it makes sense for Uber to prioritize the user experience over anything else in order to further accelerate growth.

Re: Uber's New CEO

#7

Post by agandy »

common_ wrote: post #3

> Without question Uber has been horrifically served by its board of directors — all of them. Some of them are VCs. If you are raising funding, don't tell them anything confidential.

Of course some of them are VCs. Investors generally get board seats.

Re: Uber's New CEO

#8

Post by common_ »

agandy wrote: post #7
common_ wrote: post #3

> Without question Uber has been horrifically served by its board of directors — all of them. Some of them are VCs. If you are raising funding, don't tell them anything confidential.

Of course some of them are VCs. Investors generally get board seats.

My point is that these are not people who can be trusted to keep secrets.

Re: Uber's New CEO

#10

Post by erikb »

dannyw wrote: post #4

This is a thoughtful analysis into the whole Uber CEO opinion, but it is opinionated. Aggregation theory is one way to derive Uber's value, but you can make a compelling argument that supply drives demand. The reason why I don't use taxis in Australia is partly because the experience is far better with Uber and the cost is cheaper, but also because Uber is the most reliable. Without drivers and such reliability, I ca…

With "driving demand" you don't mean "creating demand" but "directing demand to my business instead of the competitors", right? Because it sounds a little like you want to say "creating demand", but your demand to go from A to B is already created before you choose between a Taxi and Uber. You don't decide to go to B because Uber exists.
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